CRD: 339106
Lilliano Capital Management LLC
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-20-2026
- Office Locations
- 1
Office Locations
About Lilliano Capital Management LLC
Lilliano Capital Management LLC is a Phoenix-based RIA. The firm has been operating for 0 years. Managing $167.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 80.0% is discretionary and 20.0% is non-discretionary.
The firm reports 1 advisory representatives and 409 clients, or 409 clients per representative. That equates to $410.5K in reported AUM per client.
The profile lists 1 reported office location. The source data was last updated on June 9, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JACOB N. PACINI
Investment Advisor Representative
- CRD
- #6196056
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $134,332,475 | $330,055 |
| Non-Discretionary | $33,549,933 | $16,774,967 |
| Total | $167,882,408 | $410,470 |
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Separately Managed Accounts
SMA allocation detail is available
Lilliano Capital Management LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.